Jefe de Planeación Financiera y Análisis

Placements24; Mexico; Híbrido; PHP 3.052.000 - 5.086.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Retirement plan

Life insurance

Hybrid work

Descripción de la vacante

Placements24 is seeking a highly analytical Jefe de Planeación Financiera y Análisis in León, Guanajuato. This hybrid role leads budgeting, forecasting, financial modeling, and performance analysis to drive profitability and informed decision-making.

You will mentor a team of financial analysts, provide KPI insights to senior management, and partner with department heads to anticipate risks and opportunities in a dynamic financial services firm.

Formación

• Bachelor's degree in Finance, Economics, Accounting or related field.
• MBA or Master's preferred.
• 6+ years FP&A experience with 2+ years in leadership.
• Strong financial modeling, budgeting, forecasting and variance analysis.
• Advanced Excel, BI tools, and modeling software.
• Excellent analytical, quantitative and communication skills.
• Hybrid work experience with on-site and remote responsibilities.

Responsabilidades

• Lead the development and execution of annual budgets and long-term financial plans.
• Prepare detailed financial forecasts and scenario analyses.
• Analyze performance against budget and forecast, explain variances.
• Develop and maintain financial models to assess business decisions.
• Provide insightful reporting and KPIs to senior management.
• Collaborate with department heads to understand financial needs.
• Identify cost savings, revenue enhancement and efficiency opportunities.
• Conduct market research and competitive analysis for strategy.
• Ensure integrity and accuracy of all financial data and reporting.
• Mentor and develop a team of financial analysts.

Conocimientos

Financial analysis

Leading teams

Financial modeling

Budgeting

Forecasting

Variance analysis

Excel proficiency

BI tools

Communication skills

Educación

Bachelor's degree in Finance, Economics, Accounting

MBA or Master's degree preferred

Herramientas

Microsoft Excel

Tableau

Power BI

Descripción del empleo

About the Role

Our client, a prominent firm within the financial services sector, is seeking a highly analytical and strategic Jefe de Planeación Financiera y Análisis . This hybrid role is located in the dynamic city of León, Guanajuato . The successful candidate will be instrumental in leading the company's financial planning, budgeting, forecasting, and analysis functions. You will provide critical insights to support strategic decision-making, identify financial risks and opportunities, and drive profitability. This role requires a deep understanding of financial modeling, market analysis, and performance metrics. You will lead a team of financial analysts, fostering a culture of accuracy and strategic thinking. This is an exceptional opportunity to make a significant impact on the financial trajectory of a leading organization.

Key Responsibilities

• Lead the development and execution of annual budgets and long-term financial plans.


• Prepare detailed financial forecasts and scenario analyses to support strategic initiatives.


• Analyze financial performance against budget and forecast, identifying variances and providing explanations.


• Develop and maintain financial models to assess the impact of business decisions and market trends.


• Provide insightful financial reporting and key performance indicators (KPIs) to senior management.


• Collaborate with department heads to understand their financial needs and provide support for financial planning.


• Identify opportunities for cost savings, revenue enhancement, and improved financial efficiency.


• Conduct market research and competitive analysis to inform financial strategies.


• Ensure the integrity and accuracy of all financial data and reporting.


• Mentor and develop a team of financial analysts.

Requirements

Requirements Bachelor's degree in Finance, Economics, Accounting, or a related field. Master's degree or MBA is highly preferred. Minimum of 6 years of progressive experience in financial planning and analysis (FP&A), with at least 2 years in a leadership role. Proven experience in financial modeling, budgeting, forecasting, and variance analysis. Strong knowledge of financial markets, economic trends, and investment principles. Advanced proficiency in Microsoft Excel, financial modeling software, and BI tools (e.g., Tableau, Power BI). Excellent analytical, quantitative, and problem-solving skills. Strong leadership and team management capabilities. Exceptional communication, presentation, and interpersonal skills. Ability to work effectively in a hybrid environment, managing both on-site and remote responsibilities. High level of attention to detail and commitment to accuracy.

Benefits

Our client offers a competitive salary package, commensurate with experience and qualifications. Comprehensive health, dental, and vision insurance are provided. Opportunities for professional development, including advanced financial certifications and training, are supported. The hybrid work model offers flexibility for a healthy work-life balance. Employees benefit from a retirement savings plan and life insurance. Join a leading financial institution in León, Guanajuato , and contribute to its continued success.